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Integ CRM Overview

A complete walkthrough that shows how the platform works

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Choose Your Plan

Save time because the right plan keeps your pipeline, follow up, and client management running smoothly.

One Pro

For solo business owners, freelancers, and independent professionals.

CRM Pro

For growing businesses that need automation, team workflows, and stronger follow up.

CRM Ultimate

For businesses that want the full suite, advanced automation, and Exclusive tools to scale faster.

Key Features

  • Guaranteed follow up systems that help You respond Now, stay consistent, and win more deals.
  • Pipelines and Automated Follow Up
  • Never miss the next step.
  • Calendar and Booking
  • Forms and Funnels
  • Let clients schedule instantly.
  • Capture new leads with high converting pages.
  • SMS, Email, and WhatsApp
  • Reach leads faster and build trust.
  • Payments and Invoices
  • Get paid fast and keep everything organized.

Support and Resources

Free resources, Exclusive templates, and Limited onboarding spots each month to help You go live faster.

  • Free Onboarding
  • Guided setup to launch quickly.
  • Never miss the next step.
  • Template Library
  • Funnels, messages, and workflows ready to use.

Help Center

Quick tutorials and how to guides

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Estimates: Now support Payment Schedules/Deposits/Installments

What’s New? Create installment plans on your Estimates, splitting the total into multiple payments. This will help you collect deposits directly on the invoice created post acceptance. Choose between Percentage-based or Fixed-amount schedules. Configure First Payment...

Estimates: Auto-Invoicing post acceptance

What’s new? Users can now enable sending invoices post-acceptance in estimates Additionally, users can allow direct payments where receivers will be redirected to the invoice immediately after accepting the estimate How to use it? Go to Payments -> Estimates or...

Attachments in Estimates & Invoices

What’s New? Users can now attach up to 10 files to an estimate that will accompany the email. The total file size limit is 20MB per estimate. Attachments provide flexibility to include additional documents like specifications, terms, or visual materials. The feature...

Estimates: Custom Values and Partial Quantity Support

What’s Changed? Custom Values in Estimates Business users can now leverage custom values when sending estimates to their customers in the terms and notes section. These custom values can be configured at: Editor level: Adjust specific values directly while...

★ New Feature – Estimates! Now LIVE!

What’s New? We are thrilled to announce the launch of our new Estimates feature!  This addition allows you to create and share estimates with clients before sending the final invoice.  The clients can accept/reject this estimate You can convert this estimate...